Moving from Essbase Spreadsheet Add-in to Oracle® Hyperion Smart View for Office, Fusion Edition Page 6
Pre-defined Form Interaction
EPM application users who execute predefined input or reporting forms find
Smart View a convenient way of completing tasks within Office. Such users are
planners, consolidators and others who want to work in Excel for a consistent
experience compared to a web application or to tie other spreadsheet-based
models into their process. For example, customers use Smart View for Planning to
incorporate data that is still housed in spreadsheet- and workbook-based models.
Pre-created Content Access
Another area of use is for importing pre-created content—for example, charts or
grids— from Reporting & Analysis products to PowerPoint, Word, or Excel. The
imported content can be refreshed from the Office environment.
Reporting is another dimension of Smart View usage which leverages the
capabilities of EPM and Oracle® BI data retrievals. Once the data is available
within Office, you can create reports as needed based on a combination of data
sources. For example, Planning and Financial Management data could be used to
compare actual to budget. The ability to compare multiple scenarios, for different
periods, products, locations, etc., enables more complex reports. The power of
Office can be used to create Reports in the Office environment, which can be
refreshed as needed.
Users can customize and automate common tasks by using Visual Basic for
Applications (VBA) functions in Smart View. Functions are meant for advanced
users who know exactly what they need (for example, Actual profit for month of
January for Eastern Region for all products) and want to create custom
applications. These users typically build VB Applications and incorporate Smart
View functions to get relevant information. Functions also allow combining
multiple data sources on a single grid. For example, it is possible to display
Essbase and Planning data on the same worksheet using functions.
Outlined above were the general capabilities of Smart View. The next few sections
specifically focus on various aspects of moving from the Essbase Spreadsheet
Add-in to Smart View.
REASONS TO MOVE TO SMART VIEW
Smart View is the Strategic Office Add-in for Oracle EPM and Oracle® BI
products including Oracle® Essbase. Smart View is vastly improved from the
Oracle® Essbase Spreadsheet Add-in many ways. Here are some reasons to
consider for moving from Essbase Spreadsheet Add-in to Smart View:
Improved feature functionality over Essbase Spreadsheet Add-in
Single add-in for multiple products as opposed to only Essbase
Rich functionality specific to the data source (Essbase, Planning etc.)
Support for Word and PowerPoint
64-bit Office support
Support for newer versions of Office and Windows O/S’s
When accessing EPM sources, end users like
to see the same type and quality of chart
across all Office products.
The new release of Smart View allows users
accessing EPM sources from an Office
environment to render the same type and
quality of charts across Office products - Excel,
Word, or PowerPoint.